Our connector provides payment capability to the financial suite, that is, as a user of Accounting Seed, you now have the ability to collect credit card payments within app. You can now also give your customers the ability to pay their bills online.

Things are always better with pictures so here are screenshots of the features that the connector provides.

A Bill Pay button in the billing page:

A Pay Now button in the email that goes out to your customers:

The buttons lead to a page where payment information can be entered:

Upon successful payment, the necessary cash receipt will be created for your accounting records:

After installation, edit your billing page layout to expose the Bill Pay button. You may also want to display the Payments related list so you’ll see the payment made to the bill.

To add the Pay Now button to your email template, follow these steps:

Setup online payment per these instructions. Note that if you have done this previously as part of setting up Payment Center, then you don’t have to do it again.

Edit email template Bill Payment Request (under folder Payment Center Templates) and add your domain name, i.e.: The domain name was part of the online payment setup and can be found in Payment Center Settings tab:

Refunds

You can do refunds in Payment Center and the corresponding transactions/audit trail will be created in Accounting Seed, which includes creation of negative cash receipts. In order to be able to create negative cash receipts, the following validation rules need to be disabled. Go to Setup | Create | Objects | Cash Receipt, in the Validation Rules section, disable the following:

To do a refund, go to the payment record and click Refund. In the screen that pops up you can select to “close out” the related invoice or not. If you decide to close it out, a credit memo will be created and applied to the invoice. If not, the invoice will be opened.

After a successful refund, a negative cash receipt will be applied to the billing, and if you chose to close out the invoice, a credit memo will be created and applied as well:

Miscellaneous Settings

Certain behaviors of this extension can be controlled. If you go to Setup, and search for Custom Settings | Payment Center + Acctng Seed Settings, you will see the following options:

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About Us

Kulturra.com builds enterprise apps on the Force.com platform. Our app, Payment Center, is currently one of the top financial apps in Salesforce. Since its launch in 2012, it's now being used by 1000+ Salesforce users and continues to grow.

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As a company, we believe in simple. So we build simple applications out of complex processes. We also provide unparalleled customer support because we truly believe that our customers' success is our success. Read more on what our customers say about us.